Erica Goode, CPA, reveals how she built a thriving $200K accounting firm working just 15 hours a week. Discover the power of niching, efficient processes, and work-life balance in this candid discussion. Erica will share her journey from corporate burnout to entrepreneurial success, offering practical insights on pricing strategies, time management, and building authority in your niche. Whether you're considering starting your own firm or optimizing your existing practice, this webinar will inspire and equip you to reimagine what's possible in your accounting career.
(Originally recorded on October 16, 2024, on Earmark Webinars+)
Sponsor
ShareFile - https://earmarkcpe.promo/sharefile
Chapters
- (02:39) - Welcome Erica to the Show
- (04:55) - Transition from Corporate to Entrepreneurship
- (06:28) - Life in Idaho and Outdoor Activities
- (08:06) - Burnout and Decision to Leave Corporate
- (11:12) - Starting the Accounting Firm
- (19:20) - Client Growth and Service Tiers
- (30:23) - Systematizing CFO Services
- (32:37) - Client Report Preparation and Meetings
- (33:25) - Listener Question: Monthly Meeting Agenda
- (35:03) - Forecasting and Cash Flow Discussions
- (37:46) - The Value of Monthly Meetings
- (38:55) - Balancing Work and Client Relationships
- (39:51) - Handling Client Taxes and Referrals
- (41:27) - Marketing and Client Acquisition
- (44:34) - Podcasting and Providing Free Advice
- (48:39) - Scaling a Solo Practice
- (50:34) - Balancing Work and Personal Life
- (59:41) - Final Thoughts and Resources
https://earmarkcpe.com
https://earmark.app/
Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app
Connect with Our Guest, Erica Goode
LinkedIn: https://www.linkedin.com/in/erica-goode-cpa-00205616/
Connect with Blake Oliver, CPA
LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/
Information
- Show
- Published1 November 2024 at 15:00 UTC
- Length1h 3m
- Episode81
- RatingClean